Donald
Hess

Fsc Securities Corporation

CRD#2286313
Investment Advisor
in Oregon, OH

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About this Advisor

Donald Hess is a financial advisor working out of Oregon, Ohio with 22 years of industry experience. Hess is currently employed by Fsc Securities Corporation. Over the course of their career, they have held roles at Oregon Board Of Education and Fsc Securities. Hess maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in California, Florida, Kentucky, Ohio and Texas. Fsc Securities Corporation is a registered investment business headquartered in Atlanta, GA. It has offices in 334 locations and a total of 2,174 financial advisors. It administers $12 billion in total assets between its 52,792 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 94 charities and foundations. Of its 52,792 accounts, just 14% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Fsc Securities Corporation has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually vary depending on the financial services offered. However, fee types charged by Fsc Securities Corporation most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2737 Navarre Avenue Building B Suite 201
Oregon, OH 43616

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$11,745,651,239

OH Average: $3,570,121,308
Total Number of Employees

2,174

OH Average: 58
Total Number of Accounts

52,792

OH Average: 1,608
Average Account Size

$222,489

OH Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Donald Hess Work History

Donald has been registered as a financial advisor for 22 years.*

2001 - Present (23 years)

Fsc Securities

1988 - Present (36 years)

Oregon Board Of Education

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Donald Hess to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fsc Securities Corporation

Deepa Gibbons
Atlanta, GA
Matthew Webb
Lubbock, TX
William Howard
Marietta, GA
Judith Plain
Pittsford, NY
Danielle Holmes
Grove City, OH
Terry Thompson
Traverse City, MI
Nicholas Klanke
Bloomfield Hills, MI
Daniel Stith
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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